| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP7+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 14 DEPARTMENT 77430 · DETROIT, MI 48277 | Plan Administrator | $1,718,764 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $435,721 |
Filed as: SILVERCREST Service code 28 · EIN 13-4194623 | Investment Management | $287,781 |
Service code 28 · EIN 75-2500241 | Investment Management | $253,527 |
MADISON INVESTMENTS SERVICES5 years Service code 28 · EIN 39-1994160 | Investment Management | $178,424 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $175,807 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $145,294 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $53,306 |
Filed as: J P MORGAN CHASE Service code 27 277 PARK AVENUE · NEW YORK, NY 10172 | Advisory (Plan) | $48,750 |
MPC CAPITAL ADVISORS LLC7+ years Filed as: MPC CAPITAL ADVISORS Service code 27 622 3RD AVE · NEW YORK, NY 10017 | Advisory (Plan) | $16,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 9.66% | 7.36%+2.3pp | 9.78%-0.1pp | 13.24%-3.6pp |
| Employer contribution / active EE | $42,792 | $40,685+5.2% | $46,889-8.7% | $14,616+192.8% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |